ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,654 | +85.1% | 6,099 | +92.3% | 0.22% | +90.7% |
| Q2 2023 | $241,249 | +69.5% | 3,172 | +56.2% | 0.12% | +55.3% |
| Q1 2023 | $142,323 | +52.0% | 2,031 | +38.9% | 0.08% | +40.7% |
| Q4 2022 | $93,614 | +192.5% | 1,462 | +175.8% | 0.05% | +184.2% |
| Q3 2022 | $32,000 | – | 530 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BigSur Wealth Management LLC | 18,299 | $1,670,000 | 1.19% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,329 | $1,946,000 | 0.97% |
| Capital Advisors, Ltd. LLC | 31,985 | $2,919,000 | 0.94% |
| 180 WEALTH ADVISORS, LLC | 13,337 | $1,215,000 | 0.63% |
| Carroll Financial Associates, Inc. | 60,523 | $5,523,000 | 0.61% |
| Daniel Devine & Co | 4,425 | $404,000 | 0.33% |
| Curbstone Financial Management Corp | 12,650 | $1,154,000 | 0.33% |
| GFS Advisors, LLC | 14,500 | $1,323,000 | 0.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,844 | $790,000 | 0.24% |
| Dorsey & Whitney Trust CO LLC | 13,650 | $1,246,000 | 0.23% |